- Add new contact in BRM Complete https://marketing.brmc.io/
- On the contact tab, scroll to the bottom and add an opportunity to represent your quote request.
- Upload your quote sheet to the “oh-pc-team” channel in SLACK (agency-associates.slack.com)
- If you want credit for “gathering information” YOU MUST SUBMIT A COMPLETED QUOTE SHEET!
- Partial sheets that require research on the part of your quoter will result in that percentage to be awarded to them. There is no partial credit for partial information.
- PARTIAL INFORMATION WILL RESULT IN THE ASSUMPTION THAT YOU ARE OKAY WITH THE QUOTER CALLING YOUR PROSPECT TO GATHER MORE INFORMATION.
- Personal lines quotes require 3 BUSINESS DAYS.
Commercial lines quotes require 5 BUSINESS DAYS, as they are more complex and we do not have a multi-quote system for them. Each carrier requires a separate complete entry. - When your quote is completed, your quoter will change the status in BRM Complete. Please let us know if you plan to present the coverage or if you would prefer for your quoter to complete the presentation for you
! NOTICE
DO NOT WRITE stand-alone auto policies with Erie. DO NOT WRITE state minimum limits auto policies with Erie. Erie is a company for PREFERRED BUSINESS. Put the junk policies with Trexis or Gainsco!
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